Hagerty, Inc.
HGTY- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001840776
In the last 90 days, Hagerty, Inc. insiders filed 0 open-market purchases and 3 sales; 126 institutions reported holding it in 13F filings for Q2 2026, worth $1.10B in total; Markel Group is the only superinvestor holding it.
13F holders, Q2 2026
Institutional positions in Hagerty, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 126
- +11 vs. Q1 2026
- Shares held
- 92.2M
- +1.51M (+1.7%) vs. Q1 2026
- Total value
- $1.10B
- +$142.9M (+15.0%) vs. Q1 2026
- New holders
- 20
- 44 more added
- Sold out
- 9
- 34 more reduced
2 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting HGTY on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 126 | $1.10B |
| Q1 2026 | 117 | $955.2M |
| Q4 2025 | 116 | $1.21B |
| Q3 2025 | 98 | $1.08B |
| Q2 2025 | 89 | $769.2M |
| Q1 2025 | 88 | $685.2M |
| Q4 2024 | 90 | $725.6M |
| Q3 2024 | 79 | $751.8M |
| Q2 2024 | 74 | $739.3M |
| Q1 2024 | 76 | $637.8M |
| Q4 2023 | 73 | $540.1M |
| Q3 2023 | 74 | $561.1M |
| Q2 2023 | 67 | $644.2M |
| Q1 2023 | 62 | $571.2M |
| Q4 2022 | 68 | $554.4M |
| Q3 2022 | 57 | $603.5M |
| Q2 2022 | 61 | $757.7M |
| Q1 2022 | 50 | $686.2M |
| Q4 2021 | 38 | $895.7M |
| Q3 2021 | 37 | $71.5M |
| Q2 2021 | 13 | $26.1M |
| Q1 2021 | 0 | $0 |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Hagerty, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Oxford Financial Group Ltd | 170,000 | $2.03M | 0.10% | 00.0% | Unchanged |
| Garner Asset Management Corp | 172,825 | $2.06M | 0.67% | +172,825 | New |
| UBS Group AG | 205,591 | $2.45M | 0.00% | −140,367−40.6% | Reduced |
| Woodline Partners LP | 212,918 | $2.54M | 0.01% | −47,626−18.3% | Reduced |
| Charles Schwab Investment Management Inc | 213,947 | $2.55M | 0.00% | −3,575−1.6% | Reduced |
| Brown Advisory Inc | 218,000 | $2.60M | 0.00% | +109,000+100.0% | Added |
| Vanguard Fiduciary Trust Co | 238,881 | $2.85M | 0.00% | +4,063+1.7% | Added |
| State Street Corp | 264,359 | $3.15M | 0.00% | +30,571+13.1% | Added |
| Gillson Capital LP | 276,949 | $3.30M | 0.19% | +74,937+37.1% | Added |
| Morgan Stanley | 307,146 | $3.66M | 0.00% | +9,994+3.4% | Added |
| Scholtz & Company, LLC | 308,405 | $3.68M | 1.84% | −17,100−5.3% | Reduced |
| First Trust Advisors LP | 335,852 | $4.00M | 0.00% | +335,852 | New |
| Dimensional Fund Advisors LP | 374,615 | $4.47M | 0.00% | +103,269+38.1% | Added |
| Geode Capital Management, LLC | 446,889 | $5.33M | 0.00% | +28,082+6.7% | Added |
| Royce & Associates LP | 525,000 | $6.26M | 0.05% | 00.0% | Unchanged |
| BlackRock, Inc. | 718,484 | $8.56M | 0.00% | +28,391+4.1% | Added |
| Lincoln Capital LLC | 973,651 | $11.6M | 2.07% | +22,999+2.4% | Added |
| Vanguard Portfolio Management LLC | 1,650,329 | $19.7M | 0.00% | +19,358+1.2% | Added |
| Pembroke Management, LTD | 1,702,926 | $20.3M | 2.62% | −35,080−2.0% | Reduced |
| Greenhaven Road Investment Management, L.P. | 1,865,430 | $22.2M | 14.44% | −504,548−21.3% | Reduced |
| Vanguard Capital Management LLC | 1,928,492 | $23.0M | 0.00% | +60,919+3.3% | Added |
| Markel Group Inc.SuperinvestorMarkel Group | 3,108,000 | $35.9M | 0.27% | 00.0% | Unchanged |
| Polar Capital Holdings Plc | 6,000,000 | $71.5M | 0.20% | 00.0% | Unchanged |
| T. Rowe Price Investment Management, Inc. | 6,088,981 | $72.6M | 0.05% | +448,501+8.0% | Added |
| Neuberger Berman Group LLC | 9,528,505 | $113.6M | 0.08% | +807,137+9.3% | Added |
| State Farm Mutual Automobile Insurance Co | 51,800,000 | $617.5M | 0.42% | 00.0% | Unchanged |
| JT Stratford LLC | 0 | $0 | 0.00% | −38,112−100.0% | Sold out |
| Yorktown Management & Research Co Inc | 0 | $0 | 0.00% | −20,100−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −6,668−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −74−100.0% | Sold out |
| Ronald Blue Trust, Inc. | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −57−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Vermillion Wealth Management, Inc. | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Raffa Wealth Management, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |